Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $AVGO $MSFT $CRWV $NBIS, OpenAI, Anthropic, Deepseek $BABA $VRT $SE $AVGO $MELI Not Investment Advice
加入 May 2009
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All 3 ideas working today…We’re hosting an investor dinner @OpenComputePrj on Oct 14th in San Jose. If you’re an institutional investor and would like to join, DM me
Ahead of my trip to OCP next month, we’re working on 3 semiconductor names (2 longs, 1 short) at same time
